PS
Principal Securities’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Buy |
88,215
+10,692
| +14% | +$3.1M | 0.48% | 41 |
|
|
2025
Q1 | $18.6M | Buy |
77,523
+330
| +0.4% | +$79.1K | 0.42% | 50 |
|
|
2024
Q4 | $18.5M | Buy |
77,193
+4,148
| +6% | +$994K | 0.42% | 51 |
|
|
2024
Q3 | $15.4M | Buy |
73,045
+5,685
| +8% | +$1.2M | 0.37% | 48 |
|
|
2024
Q2 | $13.6M | Buy |
67,360
+6,282
| +10% | +$1.27M | 0.38% | 49 |
|
|
2024
Q1 | $12.2M | Buy |
61,078
+4,428
| +8% | +$887K | 0.38% | 50 |
|
|
2023
Q4 | $9.64M | Buy |
+56,650
| New | +$9.64M | 0.36% | 60 |
|